Salary
Annually USD 70000 to 85000
Location
Naples, FL, United States
Posted on
Nov 04, 2026
Profile
Trusts & Estates Paralegal
Location / salary: Naples, FL; onsite; full-time; 5+ years.
Overview: Support high-net-worth estate matters focused on Florida probate, trust settlement, estate administration, and federal transfer tax filings. Provide careful document preparation and client service to attorneys and families.
Responsibilities: Manage estate/trust administration from asset collection through final distributions; prepare inventories, schedules, and accountings; draft probate pleadings and fiduciary documents for attorney review/e-filing; assist with Forms 706, 709, and 1041; track deadlines and schedules; communicate with clients and families; use legal/tax software and proofread for accuracy/compliance.
Qualifications: 5+ years of Florida estate and trust administration; knowledge of Florida probate, trusts, estate administration, and federal transfer taxes; Florida e-filing and probate software; paralegal certificate or formal legal training; Microsoft Office and estate/trust software; strong writing, organization, detail, and client service. Four-year degree preferred.
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